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Firm Management

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Featured Articles

May 27, 2026  

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

May 27, 2026  

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

May 26, 2026  

Centri Lands $20 Million Credit Facility From Citizens Financial Group

May 26, 2026  

Shoreline Advisors in Massachusetts Joins Platform

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
CPACharge Launches Partnership With National Association of Enrolled Agents

Firm Management August 18, 2022 

CPACharge Launches Partnership With National Association of Enrolled Agents

The new partnership will provide NAEA members access to CPACharge and all associated benefits the leader in online payments provides.

PwC Raises Partner Pay in the U.K. to £1 Million for First Time

Accounting August 18, 2022 

PwC Raises Partner Pay in the U.K. to £1 Million for First Time

The Big Four firm’s revenue in the U.K. and Middle East grew 12% to £5 billion in the year through June.

mgo-logo-1024x255[1]

Advisory August 17, 2022 

MGO Combines with New York Firm Nussbaum Berg Klein & Wolpow CPAs

As part of the deal, Nussbaum’s 73 team members, including all 11 partners, will join Los Angeles-based MGO.

Jason Bramwell

Overcoming Stakeholder Challenges to Adopting New Technology

Firm Management August 17, 2022 

Overcoming Stakeholder Challenges to Adopting New Technology

The best way to get your staff onboard with a planned tech adoption is to incorporate the principles of a strong change management approach.

Jeannie Ruesch

How to Maximize Client Data to Build a Better Firm

Advisory August 17, 2022 

How to Maximize Client Data to Build a Better Firm

There is power in your data. And smart management of it can lead to stellar results. Discover the goldmine, right there inside your business, to build the firm of your dreams.

Kristy Short, Ed.D.

AuditClub Breaks the Mold with Auditors-as-a-Service for CPA Firms

Accounting August 17, 2022 

AuditClub Breaks the Mold with Auditors-as-a-Service for CPA Firms

AuditClub and its team of chief auditors bring extensive credentials to offer strategic insights and deliver solutions in key areas that matter to accounting firms.

Isaac M. O'Bannon

How Accounting Firms Can Prioritize Client Relations

Firm Management August 17, 2022 

How Accounting Firms Can Prioritize Client Relations

The number one reason new clients cite for leaving their previous accounting firm is a lack of responsiveness — especially over email.

Professionals on the Move – Aug. 2022

Firm Management August 16, 2022 

Professionals on the Move – Aug. 2022

Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the accounting profession.

Mary Girsch-Bock

Survey Shows Burnout in Accounting Profession

Accounting August 16, 2022 

Survey Shows Burnout in Accounting Profession

Of the accountants who experienced burnout, 53% were at or above the average score with 24% of them reporting medium-high or high levels of burnout...

Mary Girsch-Bock

Sage to Acquire Lockstep

Accounting August 16, 2022 

Sage to Acquire Lockstep

Lockstep solutions include applications to automate accounts receivable and accounts payable, the first and only free inbox solution...

Isaac M. O'Bannon

ESG: What’s Next and How To Create Maximum Value for Clients

Accounting August 16, 2022 

ESG: What’s Next and How To Create Maximum Value for Clients

The proposed rules will also require disclosure in SEC filings of GHG emissions generated at the various phases of the business cycle, along with ... 

IRIS Software Group Expands Document Management Functions in Doc.It

Firm Management August 16, 2022 

IRIS Software Group Expands Document Management Functions in Doc.It

The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.

Isaac M. O'Bannon

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